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is there any way to customize notifications?
Task notifications come from the owner of the sheet even if that is not the person who made the change, is there any way to modify this so the recipient can tell who made the change?
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Set and lock a baseline due date
Hello, I am new to SmartSheet and attempting to see if a certain capability exists. I have a waterfall based timeline in place with start date, end date, duration, and a dependency matrix. I now would like to have a column that is called original baseline end date that copies the initial end date but does not move. As the…
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Form Submission Date Requirements
Is there a way to set a date requirement for a form submission on a Smartsheet? Meaning, I have a Smartsheet that is for event request. There is a form that auto populates this Smartsheet. I want to set it where the submission date must be at least 2 weeks (14 days) prior to the requested event date on the form. Is this…
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Undo Bulk Load
Hi SS Community, I need to review several assets that were uploaded in bulk in a single row on a worksheet. Does anyone know how I can move each asset to a separate row? I'm not even sure this is possible without downloading each asset and saving each item individually. Thank you.
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How to attach PDF documents to email workflows?
Is it possible to send an attachment through an email workflow? I have created a "generate document" workflow. I now want Smartsheet to automatically send that document to contacts in the "assigned to" field in my sheet on a specified date. Is this is possible, then any guidance on how to set up a work flow to is greatly…
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Automation is moving all rows instead of only those that meet the condition
Hi All, I have automation set up to only move rows where the summary checkbox is checked*. I added summary 2 and 3 to run more tests since this isn't working correctly. No matter what column I choose for the condition (Summary, Summary 2, Summary 3), it's still moving all the rows. I have no clue what's happening here so…
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move workflow stopped because of system column
Hello I have 2 sheets a master sheet and a sheet that is populated from a form. the first few columns on the master sheet are filled in via form, that data is then used for estimation which is filled into the second form. the data from the first form is added to the data from the second form on the second sheet using…
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Is anyone else getting "legacy version" errors for all workapp content?
Yesterday our workapps got switched over to the "new experience" which is failing to load any workapp screens for users. All of the existing links we had built into our dashboards are no longer working, and instead users are directed to the homepage every time. I reconfigured the hyperlinks to the exact same pages, and the…
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How can I change the display text of a hyperlink in the body of an automated Request an update email
As it is now, I copied and pasted the link for users into the email. When I right click on the link I do not have the option to to edit the link text. I want to change it to "Click here to edit the weekly agenda" instead of the full link text.
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Update request not working
We are experiencing a significant issue with our Smartsheet used for audits. Currently, only three managers have direct access, while the remaining 26 team members submit their insights through an automated update request workflow. Recently, team members have encountered a persistent message stating, "Smartsheet has been…
